Objectivity Squared, LLC Long-Term Concentrated

CIK: 0002011113 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value ($000): $143,875 (100.0% shares, 0.0% debt)

Holdings (49)

AVUV AMERICAN CENTY ETF TR 14.6%
Value ($000) $21,026 Shares 222,052 Est. Cost $91.17 Unrealized
XOCT FIRST TR EXCHNG TRADED FD VI 11.7%
Value ($000) $16,844 Shares 493,832 Est. Cost $32.09 Unrealized
IWD ISHARES TR 9.6%
Value ($000) $13,875 Shares 75,584 Est. Cost $173.62 Unrealized
DGRO ISHARES TR 7.8%
Value ($000) $11,191 Shares 185,092 Est. Cost $54.79 Unrealized
MOAT VANECK ETF TRUST 7.5%
Value ($000) $10,827 Shares 118,806 Est. Cost $86.19 Unrealized
VEA VANGUARD TAX-MANAGED FDS 6.9%
Value ($000) $9,930 Shares 208,916 Est. Cost $48.14 Unrealized
IWF ISHARES TR 6.1%
Value ($000) $8,752 Shares 21,983 Est. Cost $318.25 Unrealized
USAC USA COMPRESSION PARTNERS LP 3.5%
Value ($000) $5,048 Shares 211,813 Est. Cost $22.95 Unrealized
AVUS AMERICAN CENTY ETF TR 3.1%
Value ($000) $4,488 Shares 46,573 Est. Cost $94.49 Unrealized
MPLX MPLX LP 3.0%
Value ($000) $4,309 Shares 89,125 Est. Cost $37.36 Unrealized
AVEM AMERICAN CENTY ETF TR 2.7%
Value ($000) $3,840 Shares 66,659 Est. Cost $57.31 Unrealized
AAPL APPLE INC 2.6%
Value ($000) $3,690 Shares 15,582 Est. Cost $182.81 Unrealized +28.3%
IWM ISHARES TR 2.5%
Value ($000) $3,615 Shares 16,672 Est. Cost $202.87 Unrealized
GOOG ALPHABET INC 2.2%
Value ($000) $3,145 Shares 16,280 Est. Cost $140.50 Unrealized +25.0%
UBER UBER TECHNOLOGIES INC 1.7%
Value ($000) $2,471 Shares 37,452 Est. Cost $65.75 Unrealized +8.6%
AMZN AMAZON COM INC 1.6%
Value ($000) $2,320 Shares 10,597 Est. Cost $140.87 Unrealized +45.2%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $1,763 Shares 16,545 Est. Cost $97.66 Unrealized +15.1%
BA BOEING CO 1.1%
Value ($000) $1,523 Shares 8,852 Est. Cost $213.87 Unrealized -26.6%
EPD ENTERPRISE PRODS PARTNERS L 1.0%
Value ($000) $1,407 Shares 43,738 Est. Cost $26.66 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $1,293 Shares 9,514 Est. Cost $101.73 Unrealized +35.4%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,140 Shares 2,720 Est. Cost $354.92 Unrealized +19.0%
SPOT SPOTIFY TECHNOLOGY S A 0.6%
Value ($000) $892 Shares 1,941 Est. Cost $196.94 Unrealized +117.4%
IVV ISHARES TR 0.6%
Value ($000) $858 Shares 1,471 Est. Cost $478.24 Unrealized
MANAGED PORTFOLIO SERIES 0.6%
Value ($000) $815 Shares 23,486 Est. Cost $26.09 Unrealized
SPTI SPDR SER TR 0.5%
Value ($000) $759 Shares 27,416 Est. Cost $28.22 Unrealized
ABNB AIRBNB INC 0.4%
Value ($000) $620 Shares 4,785 Est. Cost $132.24 Unrealized +1.9%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.4%
Value ($000) $544 Shares 9,674 Est. Cost $57.30 Unrealized
SHOP SHOPIFY INC 0.4%
Value ($000) $518 Shares 4,997 Est. Cost $64.32 Unrealized +51.2%
AFBI AFFINITY BANCSHARES INC 0.3%
Value ($000) $469 Shares 26,918 Est. Cost $13.64 Unrealized +45.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $436 Shares 771 Est. Cost $507.36 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $393 Shares 3,716 Est. Cost $84.04 Unrealized +29.5%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $393 Shares 5,056 Est. Cost $77.58 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $381 Shares 4,800 Est. Cost $79.49 Unrealized
VST VISTRA CORP 0.3%
Value ($000) $379 Shares 2,273 Est. Cost $137.88 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $375 Shares 2,639 Est. Cost $143.59 Unrealized +4.2%
AFL AFLAC INC 0.3%
Value ($000) $369 Shares 3,659 Est. Cost $76.99 Unrealized +38.2%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $351 Shares 4,214 Est. Cost $61.89 Unrealized +35.5%
ESPO VANECK ETF TRUST 0.2%
Value ($000) $346 Shares 4,235 Est. Cost $56.73 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $289 Shares 2,023 Est. Cost $153.79 Unrealized +1.8%
IWR ISHARES TR 0.2%
Value ($000) $278 Shares 3,168 Est. Cost $77.72 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $275 Shares 1,175 Est. Cost $200.12 Unrealized +24.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $230 Shares 1,104 Est. Cost $208.43 Unrealized
T AT&T INC 0.2%
Value ($000) $227 Shares 10,455 Est. Cost $14.21 Unrealized +51.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $221 Shares 276 Est. Cost $702.49 Unrealized +16.9%
CELH CELSIUS HLDGS INC 0.1%
Value ($000) $214 Shares 8,000 Est. Cost $41.99 Unrealized -29.4%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $209 Shares 1,822 Est. Cost $123.15 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $206 Shares 1,892 Est. Cost $103.52 Unrealized 0.0%
PINNACLE FINL PARTNERS INC 0.1%
Value ($000) $201 Shares 1,788 Est. Cost $112.22 Unrealized
GNW GENWORTH FINL INC 0.1%
Value ($000) $131 Shares 19,907 Est. Cost $6.07 Unrealized +18.2%